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3013晟銘電盤中漲7.91%攻到116元！AI機殼爆單下外資反賣，還能追還是該抱？

3013晟銘電：穩健漲幅7.91% 提升市場關注晟銘電(3013)近期表現亮眼，盤中股價上漲達7.91%，報價116元，因應全球對AI伺服器機殼的需求持續增長。作為OEM/ODM專業代工廠商，晟銘電主打MIM零組件和各類電子產品的製造，營運狀況良好。根據券商報告分析，其2024年至2025年預將進入高速成長期，營收預估分別增長69%及44%，未來EPS預計達4.26元及6.48元，顯示獲利能力上升。市場預期AI及其基礎建設需求將進一步提振股價，本週表現隨大盤走強而強勁上漲，投資者對其後市保持正面看法。近五日漲幅及法人買賣超：近五日漲幅：0.94% 三大法人合計買賣超：-1598.02 張外資買賣超：-2114.403 張投信買賣超：282 張自營商買賣超：234.383 張點擊下方連結，下載或開啟籌碼K線，可以獲得更多第一手股市相關資訊哦！ https://chipk.page.link/R5kH

勤誠(8210) 被大和首度納入觀察！AI 伺服器機殼帶動營收、獲利年增 37% 能撐到 1200 嗎？

勤誠 (8210) 伺服器機殼龍頭廠勤誠 (8210) 在 2026 年伺服器出貨預期增溫之下，近期股價表現走強。外資大和資本於最新報告中首次納入觀察，隨多項人工智慧 AI 伺服器機殄量產，勤誠營運將有顯著成長，因此給予「買進」評等，目標價 1200 元。美國雲端服務商資本支出增加，機殼需求與售價同步提升大和資本指出，勤誠受惠美國雲端服務商 (CSP) 的資本支出增加，帶動一般伺服器及 AI 伺服器機殼的需求，且在日益複雜的設計下，機殼產品平均售價不斷提升，皆對公司後續營運有利。大和資本預測，勤誠 2025 年至 2027 年營收年複合年增長率 (CAGR) 將達 37%，其中主要受到 AI 伺服器，包含 ASIC 和 NVL72 等貢獻推動，預計全球 AI 伺服器的營收占比將在 2025 和 2026 年分別達 56% 與 65%。獲利複合年增長率同步達 37%，毛利率略受產品組合影響獲利能力方面，大和資本預期 AI 伺服器將有助於提升毛利，但勤誠 2026 年至 2027 年的毛利率將略低於 2025 年，主因產品組合轉向 NVL 和 ASIC 機殼，且隨著產品趨於成熟，將面臨些許壓力。不過基於穩健的營收複合年增長率及毛利率擴張，2025 年至 2027 年的獲利複合年增長率亦將達到 37%。 ASIC AI 伺服器成最大貢獻來源，美國客戶占營收逾五成大和資本進一步觀察勤誠 2026 年 AI 產品組合，其中最大宗貢獻為 ASIC AI 伺服器領域，其中主因勤誠主要客戶正積極投入。目前公司在運算匣機殼為第二級供應商，但在交換機匣機殼則為第一級供應商，後者預計於 2026 年下半年起被新一代產品採用，全部美國客戶總計將貢獻 54% 的營收。

【11:45 即時】勤誠盤中強彈逾4%：ETF換股點火，但短線賣壓還在，AI伺服器機殼龍頭能撐多久？

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熱門基金</a></li></ul></div></div><div class="layout__item"><main><div class="articlePage mb-24px bg-#fff min-h-100vh"><div style="display:none;" id="MobileFixedTitle" class="fixed top-0 w-100% bg-#fff z-998 p-y-12px p-x-16px box-border transition-all duration-300 ease-out transform -translate-y-full"><p class="text-14px font-500 line-height-20px">【11:45 即時新聞】勤誠(8210)盤中強彈逾4%，ETF換股題材點火，短線籌碼壓力未解，AI伺服器機殼龍頭受關注</p></div><div class="pos-relative"><div un-laptop="pl-84px" un-tablet="m-x-24px p-y-24px pl-0" un-mobile="m-x-16px p-y-16px"><div class="UtilsBreadCrumb"><ul class="flex gap-4px"><li class="flex items-center text-14px"><a href="/" class="underline underline-#262626" title="首頁">首頁</a></li><li class="flex items-center text-14px"><a href="/twstock" class="underline underline-#262626" title="台股">台股</a></li><li class="flex items-center text-14px"><a href="/twstock/twstock_news" class="underline underline-#262626" title="新聞快訊">新聞快訊</a></li></ul></div></div><div class="articlePage__wrapper"><div class="articlePage__item"><div class="articlePage__content articlePage__content--main" un-laptop="pl-84px" un-tablet="pl-0"><div class="articlePage__articleWrapper"><div id="ArticleContainer-4ff25385-d3e8-11f0-8184-2978754c8c3c" class="articleContent break-words" preview-img-url="https://image.cmoney.tw/official/assets/1751472000/c558bc5d-7e19-400f-826a-0e59ad7b3517.png"><div class="flex justify-between gap-8px"><div class="flex"></div></div><div class="articleContent__item" un-laptop="p-b-24px" un-mobile="p-b-16px"><div class="articleContent__content"><h1 class="articleContent__title">【11:45 即時新聞】勤誠(8210)盤中強彈逾4%，ETF換股題材點火，短線籌碼壓力未解，AI伺服器機殼龍頭受關注</h1></div></div><div class="articleContent__item"><div class="articleContent__content articleContent__content--main break-words" un-laptop="w-[90%] p-r-24px m-r-24px" un-mobile="w-[100%]"><div class="flex flex-col gap-8px m-b-16px"><div class="flex items-center"><figure class="w-40px h-40px pos-relative 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un-mobile="flex-col items-start"><div class="articleContent__time" un-tablet="text-14px" un-mobile="text-12px"><p style="color: #595959;">2025-12-08 11:45</p></div><div style="" class="flex items-center ml-16px text-#595959" un-tablet="ml-16px" un-mobile="ml-0"><img onerror="this.setAttribute('data-error', 1)" width="16" height="16" data-nuxt-img srcset="/_ipx/s_16x16/images/icon/eye-md.png 1x, /_ipx/s_32x32/images/icon/eye-md.png 2x" src="/_ipx/s_16x16/images/icon/eye-md.png"><span class="m-l-4px">16</span></div></div></div><hr class="m-t-8px"></div><div class="articleContent__tagWrapper"><div class="tagLink" title="「勤誠(8210)」標籤"><a href="/tag/%E5%8B%A4%E8%AA%A0(8210)" class="tagLink__link relative z-innerLink" title="前往「勤誠(8210)」標籤頁">勤誠(8210)</a></div></div><div class="articleContent__textContent"><div><p><img alt="" height="405" src="https://image.cmoney.tw/official/assets/1751472000/c558bc5d-7e19-400f-826a-0e59ad7b3517.png" width="720"></p> <h2><font color='orange'>🔸</font><font color='#262626'><a href="https://www.cmoney.tw/forum/stock/8210?utm_source=cmnews&utm_medium=article_stocklink" target="_blank" title="勤誠(8210)">勤誠(8210)</a>股價上漲，ETF換股題材推升盤中表現</font></h2><p>勤誠今日盤中股價強勢反彈，最高來到934元，漲幅達4.83%。主因是<a href="https://www.cmoney.tw/forum/stock/00894?utm_source=cmnews&utm_medium=article_stocklink" target="_blank" title="中信小資高價30(00894)">中信小資高價30(00894)</a>ETF於11月換股，勤誠被納入成分股，市場資金追捧ETF題材，帶動短線買盤迴流。雖然近期法人與主力籌碼偏空，但ETF成分股調整效應明顯，成為今日股價上攻的主要推力。<br><br></p><h2><font color='orange'>🔸</font><font color='#262626'>技術面與籌碼面：短線反彈但賣壓未消，觀察量能與法人動向</font></h2><p>從昨日技術面來看，勤誠連續多日黑K，MACD、RSI及KD指標均顯示下行壓力，短線反彈但尚未扭轉弱勢。籌碼面部分，外資近三日雖有回補，但投信持續賣超，主力分點也連續五日偏空，顯示賣壓仍在。成交量雖活絡但偏空，建議投資人短線以觀望為主，留意法人買盤是否迴流。<a href="https://www.cmoney.tw/r/2/dyk7j1" target="_blank"><img src="https://image.cmoney.tw/official/assets/1755100800/e3822ea3-6528-4e6f-a1e4-fed64fd9bbe1.png" alt="點我下載籌碼K線"></a><br><br></p><h2><font color='orange'>🔸</font><font color='#262626'>公司業務：AI伺服器機殼龍頭，基本面穩健但評價偏高</font></h2><p>勤誠為臺灣伺服器機殼龍頭，受惠全球AI伺服器需求成長，近月營收年增率高達90.5%，基本面表現亮眼。不過券商多認為股價評價偏高，短線籌碼壓力未解，建議投資人留意ETF題材消化後的回檔風險。整體而言，長線產業趨勢正向，但短線操作宜保守。<br><br></p><h2><font color='orange'>🔸</font><font color='#262626'>想更快掌握大戶散戶即時籌碼變化？</font></h2><p>👉🏻下載【籌碼K線】，一圖秒懂現在誰在買！<br>追蹤法人、大戶、主力動向，全盤行情不漏接。</p><a href="https://www.cmoney.tw/r/2/rr58e7 " target="_blank">https://www.cmoney.tw/r/2/rr58e7 </a><p><a href="https://www.cmoney.tw/r/2/lng6s1" target="_blank"><img src="https://image.cmoney.tw/official/assets/1755100800/c4c71df9-bf62-45c8-b27b-39b9ef52348e.png"></a></p> </div></div><p class="articleContent__subtitle"> 文章相關標籤</p><div class="articleContent__tagWrapper"><div class="tagLink" title="「即時消息」標籤"><a href="/tag/%E5%8D%B3%E6%99%82%E6%B6%88%E6%81%AF" class="tagLink__link relative z-innerLink" title="前往「即時消息」標籤頁">即時消息</a></div></div><p style="display:none;" class="articleContent__reference"> 本文內容轉載<a class="underline" href="" target="_blank">於此</a></p></div><div 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href=\"https://www.cmoney.tw/forum/stock/8210?utm_source=cmnews&utm_medium=article_stocklink\" target=\"_blank\" title=\"勤誠(8210)\">勤誠(8210)\u003C/a>股價上漲，ETF換股題材推升盤中表現\u003C/font>\u003C/h2>\u003Cp>勤誠今日盤中股價強勢反彈，最高來到934元，漲幅達4.83%。主因是\u003Ca href=\"https://www.cmoney.tw/forum/stock/00894?utm_source=cmnews&utm_medium=article_stocklink\" target=\"_blank\" title=\"中信小資高價30(00894)\">中信小資高價30(00894)\u003C/a>ETF於11月換股，勤誠被納入成分股，市場資金追捧ETF題材，帶動短線買盤迴流。雖然近期法人與主力籌碼偏空，但ETF成分股調整效應明顯，成為今日股價上攻的主要推力。\u003Cbr>\u003Cbr>\u003C/p>\u003Ch2>\u003Cfont color='orange'>🔸\u003C/font>\u003Cfont color='#262626'>技術面與籌碼面：短線反彈但賣壓未消，觀察量能與法人動向\u003C/font>\u003C/h2>\u003Cp>從昨日技術面來看，勤誠連續多日黑K，MACD、RSI及KD指標均顯示下行壓力，短線反彈但尚未扭轉弱勢。籌碼面部分，外資近三日雖有回補，但投信持續賣超，主力分點也連續五日偏空，顯示賣壓仍在。成交量雖活絡但偏空，建議投資人短線以觀望為主，留意法人買盤是否迴流。\u003Ca href=\"https://www.cmoney.tw/r/2/dyk7j1\" target=\"_blank\">\u003Cimg src=\"https://image.cmoney.tw/official/assets/1755100800/e3822ea3-6528-4e6f-a1e4-fed64fd9bbe1.png\" 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勤誠法說會亮點：第2季稅後純益8.29億元創新高，斥資12億元插旗美國德州量產廠

勤誠（8210）在最新的線上法說會中宣布，其第2季稅後純益達到8.29億元，較上一季成長24.3%，同比增長83%，創下單季新高紀錄。每股純益達到6.87元。同時，勤誠董事會決定投資12億元於美國德州建立量產廠，藉此進一步搶攻市場商機。這一系列的動作顯示出公司在全球市場的積極布局。營收和毛利率的強勁表現勤誠第2季營收達54.43億元，較上一季增長31%，同比增長50.9%。毛利率也提升至29.9%，較上一季增加1個百分點，年增4.6個百分點，創下22季以來的新高。累計上半年營收為95.97億元，年增50.4%，稅後純益達14.96億元，年增82.9%，每股純益12.4元，顯示出強勁的財務表現。市場反應與未來展望勤誠總經理暨執行長陳亞男指出，儘管新台幣匯率升值對公司造成影響，但AI伺服器需求的強勁增長推動了機殼和機構件的出貨動能，促使第2季業績達到新的高峰。展望未來，陳亞男表示，下半年業績有望超越上半年，預計公司將繳出更亮眼的成績。全球布局計畫與產能擴張勤誠正在積極推動全球布局計畫，強調供應鏈和研發在地化。公司已在中國大陸、台灣、馬來西亞和美國設廠，並計劃在美國德州新建量產廠，預計今年底前完成購地與選廠，明年開始動工，最快明年底或後年初可加入量產行列。此外，北美NCT廠預計今年下半年啟用，馬來西亞廠也在動工中，預計明年中完成，這些新設施將使勤誠的月產能增加8至10萬台。

【10:54 即時新聞】偉訓(3032)盤中強勢突破百元，AI伺服器機殼題材發酵、法人籌碼迴流，短線量能放大

偉訓(3032)今日盤中股價強勢上漲逾6%，一度衝破百元大關，受惠「AI伺服器機殼」新訂單與產能擴充題材發酵。公司近日宣布於越南設立新廠，積極佈局美系AI伺服器機櫃新品，市場對新訂單與產能擴充反應熱烈；同時，輝達RTX50系列顯示卡帶動電源升級需求，法人看好偉訓營運動能，推升短線買盤湧現。近期月營收年增率維持高檔，基本面為股價提供支撐。技術面觀察，偉訓股價連日突破重要均線，量能明顯放大，MACD與週KD顯示短線偏多。不過，主力籌碼近五日仍呈現賣超、主力動向偏空；法人籌碼則見自營商回補、外資賣壓減緩，官股小幅加碼，顯示部分法人資金迴流。短線關注百元整數關卡能否站穩，若量能續強且主力回補，後續不排除挑戰新高。基本面與產業面上，偉訓主力業務為電源供應器與電腦機殼，近年積極切入AI伺服器機櫃與高階電源產品。受惠AI題材與新顯卡帶動，高階電源與AI伺服器新品出貨動能被市場期待。中短線建議持續留意：百元關卡攻防、主力與法人的籌碼變化；中長線則關注越南新廠產能開出節奏與AI伺服器新品出貨進度。工具提示：若想更快掌握大戶、散戶與法人即時籌碼變化，可利用籌碼追蹤工具，快速判讀量價與籌碼轉折，避免錯過關鍵時點。

【10:12 即時新聞】乙盛-KY(5243)盤中強勢急漲！法人買盤點火、主力進場，AI伺服器與電動車題材推升人氣

乙盛-KY今日盤中股價強勢衝高，漲幅達8.22%，報85.6元，明顯領漲同族群。主因在於臺股大盤受臺積電、鴻海等權值股帶動創高，鴻海集團旗下乙盛-KY同步受惠，法人資金積極進場。市場對AI伺服器機殼、電動車機構件需求看好，加上近期法人買超明顯，推升股價突破前高。短線資金追捧，題材熱度持續升溫，成為盤面焦點。技術面多頭排列，籌碼面同步加碼。從昨日技術面來看，乙盛-KY均線多頭排列，股價穩站月線與季線之上，MACD、RSI、KD指標皆向上，動能明顯偏多。籌碼面部分，外資、投信連續買超，昨日三大法人合計買超280張，主力近5日買超佔比達4.6%，顯示法人與主力同步加碼，市場信心強勁。成交量放大超過50%，短線量能充沛，仍需留意高檔震盪及量縮回檔風險。基本面與題材面並進。乙盛-KY隸屬鴻海集團，主力業務為模具、塑膠及五金製品設計、研發與生產，聚焦消費性電子、AI伺服器機殼及電動車機構件。雖然近期月營收年增率偏弱，但法人預估2025年EPS年增率可達43%，AI與電動車題材持續發酵。今日股價強勢突破，短線多方氣勢明顯，建議投資人關注量能變化與法人動向，並留意高檔追價風險。想更快掌握大戶散戶即時籌碼變化？下載「籌碼K線」，追蹤法人、大戶、主力動向，一圖掌握市場資金流向。

【10:12 即時新聞】乙盛-KY(5243)盤中強勢急漲，法人買盤點火、主力積極進場，AI伺服器與電動車題材推升人氣

乙盛-KY今日盤中股價強勢衝高，漲幅達8.22%，報85.6元，明顯領漲同族群。主因在於臺股大盤受臺積電、鴻海等權值股帶動創高，鴻海集團旗下乙盛-KY同步受惠，法人資金積極進場。市場對AI伺服器機殼、電動車機構件需求看好，加上近期法人買超明顯，推升股價突破前高。短線資金追捧，題材熱度持續升溫，成為盤面焦點。技術面多頭排列，籌碼面法人主力同步加碼：從昨日技術面來看，乙盛-KY均線多頭排列，股價穩站月線與季線之上，MACD、RSI、KD指標皆向上，動能明顯偏多。籌碼面部分，外資、投信連續買超，昨日三大法人合計買超280張，主力近5日買超佔比達4.6%，顯示法人與主力同步加碼，市場信心強勁。成交量放大超過50%，短線量能充沛，建議留意高檔震盪及量縮回檔風險。公司業務聚焦AI伺服器與電動車，盤中分析總結：乙盛-KY隸屬鴻海集團，主力業務為模具、塑膠及五金製品設計、研發與生產，聚焦消費性電子、AI伺服器機殼及電動車機構件。雖然近期月營收年增率仍偏弱，但法人預估2025年EPS年增率可達43%，AI與電動車題材持續發酵。今日股價強勢突破，短線多方氣勢明顯，提醒投資人留意高檔追價風險，關注量能與法人動向。想更快掌握大戶散戶即時籌碼變化？下載「籌碼K線」，追蹤法人、大戶、主力動向，全盤行情不漏接。

AI伺服器機殼需求推升！勤誠(8210)強攻漲停創新高！台股盤勢與AI概念股焦點一次看

美股重點一覽美股三大指數續創新高，AI題材再度成為推升主力。輝達（Nvidia）於華盛頓舉行的開發者大會中宣布多項合作，包括與諾基亞（Nokia）投資計畫，以及與甲骨文（Oracle）和Palantir的合作，激勵股價大漲近5%，帶動科技股全面走強。同時，聯準會啟動為期兩天的會議，市場預期將維持寬鬆立場。整體而言，AI熱潮持續推動美股上行，但投資人仍應關注利率決策與財報表現。昨日台股盤勢整理受美股四大指數續創新高激勵，昨(28)日台股開高再闖28,000點大關，資金聚焦AI、記憶體及散熱族群，但盤中遇獲利調節，指數震盪翻黑；終場下跌44.52點(-0.16%)至27949.11點，成交金額為5,330億元。法人籌碼方面，外資賣超271.1億；自營商買超25.3億；投信買超8.2億；三大法人合計賣超237.6億元。櫃買指數則下跌0.2%至264.19點。權值股部分，台積電(2330)開高後震盪走低，終場小跌5元收1,475元；聯發科(2454)下跌1.5%，收1,315元；廣達(2382)跌1.78%，報304元。反觀鴻海(2317)在AI伺服器及雲端業務題材帶動下，勁揚1.42%，收250元；台達電(2308)盤中觸及新高1,080元，收在1,075元小漲0.47%；整體權值股漲跌互見，呈現高檔整理格局。焦點類股方面，記憶體族群隨報價持續上調與需求復甦，個股熱度不減；旺宏(2337)連兩日亮燈漲停，收36.45元；南亞科(2408)大漲8.33%至130元，群聯(8299)上漲5.89%，華邦電(2344)漲6.09%，力積電(6770)漲1.43%，成交量達58.7萬張。另一方面，AI散熱題材延燒，奇鋐(3017)受蘋果iPad新訂單激勵，強漲9.24%收1,300元，創新高；雙鴻(3324)漲6.01%，再度挺進千金股行列；建準(2421)與超眾(6230)漲逾4%。此外，輝達(NVIDIA) GTC大會在即，矽光子族群，環宇-KY(4991)、華星光(4979)雙雙亮燈漲停，光聖(6442)大漲8.36%，資金湧向高成長題材。其他熱門漲停股方面，有良維(6290)、力成(6239)、中工(2515)、順德(2351)、擎亞(8096)等，熱門強勢股則有長興(1717)、福懋科(8131)、千如(3236)、尖點(8021)、聯茂(6213)等。台指期夜盤方面，上漲210點(+0.75%)至28,215點，台積電ADR則上漲1.1%。 AI伺服器機殼需求推升！勤誠(8210)強攻漲停創新高！勤誠(8210)昨日股價勁揚，開高後買盤湧入，盤中直攻漲停，終場收904元，上漲9.98%，改寫歷史新高。市場聚焦AI伺服器機殼題材與客製化機櫃成長動能，隨輝達GTC大會登場及AI算力需求升溫，激勵相關族群同步走強，勤誠更被視為AI伺服器機殼主要受惠股。基本面上，勤誠9月營收年增57%，單月EPS達2.71元，上半年EPS為12.4元，業績持續創高。AI伺服器相關產品營收占比上半年已升至六成以上，反映AI需求推動強勁。展望後市，隨客製化機櫃滲透率提升與新機種出貨，營收與獲利可望維持成長，但股價快速拉升後仍建議留意短線波動風險。今日操作策略台股連兩日高檔震盪，指數未能站穩28,000點，但短線結構仍穩。AI、記憶體與散熱族群接棒輪動，帶動市場人氣續強。隨美中貿易情勢緩和與降息預期升溫，資金動能不減，短線指數有望再挑戰前高，惟須留意月底前部分權值股的獲利調節壓力。法人看好股籌碼方面，受到外資青睞的個股有富喬(1815)、康舒(6282)、華城(1519)。而外資、投信皆看好的個股則有光聖(6442)、南亞科(2408)、群聯(8299)，投資人可多加留意上述股票後續表現。美股盤勢分析與大盤觀察點擊連結查看美股盤勢重點；另附加權指數籌碼與近5日成交量變化、近60日外資期貨淨留倉，以及加權與櫃買指數昨日走勢等視覺化資料，便於掌握資金動能與籌碼趨勢。工具推薦《籌碼K線電腦版》提供個股分析、籌碼選股、分點調查等功能，整合技術面、基本面與籌碼面數據，協助投資人掌握潛在機會與風險。

【即時新聞】勤誠(8210)營收連創新高、外資投信同步敲進，股價月漲逾26%｜伺服器機殼、GB系列訂單動能聚焦

伺服器機殼大廠勤誠(8210)近日股價強勢飆高，10月28日收盤大漲9.98%至904元，創下歷史新高，並連續4日上漲，累計漲幅達26.61%。激勵股價攀升的背後，為其在高階客製伺服器機櫃需求增溫所帶動的營運動能與法人調高評價。根據統計，勤誠2025年9月營收達21.76億元，年增48.55%，並寫下單月歷史新高，反映其客製化產品專案加速出貨，且市佔率持續擴張。法人連番上修勤誠評價，指出在GB系列產品線供應地位提升、CSP及品牌客戶訂單成長下，公司新產品設計應用成果逐漸浮現，預期可持續分散營運風險並強化獲利表現。近期更有法人調升目標價至1,050元，以反映營運動能優於先前預期的調整幅度。短線內，主力與法人籌碼同步轉強，也成為股價持續走高的重要推力。勤誠(8210)：基本面與籌碼面分析【基本面亮點】 - 勤誠為台灣伺服器機殼龍頭廠，主要從事電腦週邊設備及其相關設計製造業務。 - 2025年9月單月營收達21.76億元，年增48.55%，創歷史新高，亦為近五個月來第四度月營收突破17億元，顯示訂單能見度穩健。 - 公司持續拓展高階客製化機櫃業務，特別是在GB200平台逐漸擴展至更多客戶，並已開始出貨AWS TR2.5與TR3新款Switch Tray，帶動接單及出貨同步增溫。【籌碼與法人觀察】 - 過去一個月內，股價自約590元震盪走高，至10月28日收盤達904元，漲幅逾50%。 - 法人連日積極加碼：10月17日起投信持續敲進，單日最高買超達873張；外資自10月15日起連五日淨買超，10月15、16日各買超逾1,000張與487張。 - 主力買賣超轉正、近5日集中度升至4%以上，籌碼呈現穩定集中。總結勤誠(8210)依託其在高階伺服器機櫃領域的技術優勢與客戶擴展策略，近期營運與財測持續優於預期，加上法人評價調升及籌碼集中，助推股價創歷史新高。後續可關注營收續強動能是否延續、GB300與TR3相關訂單擴張情況，以及法人是否持續上修未來獲利預期。

AI伺服器機殼需求推升！勤誠(8210)強攻漲停創新高｜台股盤勢、AI散熱與記憶體資金輪動一覽

美股重點一覽美股三大指數續創新高，AI題材再度成為推升主力。輝達（Nvidia）於華盛頓舉行的開發者大會中宣布多項合作，包括與諾基亞（Nokia）投資計畫，以及與甲骨文（Oracle）和 Palantir 的合作，激勵股價大漲近 5%，帶動科技股全面走強。同時，聯準會啟動為期兩天的會議，市場預期將維持寬鬆立場。整體而言，AI熱潮持續推動美股上行，但投資人仍應關注利率決策與財報表現。昨日台股盤勢整理受美股指數續創新高激勵，昨（28）日台股開高再闖 28,000 點大關，資金聚焦 AI、記憶體及散熱族群，但盤中遇獲利調節，指數震盪翻黑；終場下跌 44.52 點（-0.16%）至 27,949.11 點，成交金額為 5,330 億元。法人籌碼方面，外資賣超 271.1 億；自營商買超 25.3 億；投信買超 8.2 億；三大法人合計賣超 237.6 億元。櫃買指數則下跌 0.2% 至 264.19 點。權值股部分，台積電（2330）開高後震盪走低，終場小跌 5 元收 1,475 元；聯發科（2454）下跌 1.5%，收 1,315 元；廣達（2382）跌 1.78%，報 304 元。反觀鴻海（2317）在 AI伺服器及雲端業務題材帶動下，勁揚 1.42%，收 250 元；台達電（2308）盤中觸及新高 1,080 元，收在 1,075 元小漲 0.47%；整體權值股漲跌互見，高檔整理。焦點類股方面記憶體族群隨報價持續上調與需求復甦，個股熱度不減；旺宏（2337）連兩日亮燈漲停，收 36.45 元；南亞科（2408）大漲 8.33% 至 130 元，群聯（8299）上漲 5.89%，華邦電（2344）漲 6.09%，力積電（6770）漲 1.43%，成交量達 58.7 萬張。 AI散熱題材延燒，奇鋐（3017）受蘋果 iPad 新訂單激勵，強漲 9.24% 收 1,300 元創新高；雙鴻（3324）漲 6.01%，再度挺進千金股行列；建準（2421）與超眾（6230）漲逾 4%。輝達 GTC 大會在即，矽光子族群環宇-KY（4991）、華星光（4979）雙雙亮燈漲停，光聖（6442）大漲 8.36%，資金湧向高成長題材。其他熱門漲停股有良維（6290）、力成（6239）、中工（2515）、順德（2351）、擎亞（8096）；強勢股包括長興（1717）、福懋科（8131）、千如（3236）、尖點（8021）、聯茂（6213）。台指期夜盤上漲 210 點（+0.75%）至 28,215 點，台積電 ADR 上漲 1.1%。 AI伺服器機殼需求推升！勤誠（8210）強攻漲停創新高！勤誠（8210）昨日股價勁揚，開高後買盤湧入，盤中直攻漲停，終場收 904 元，上漲 9.98%，改寫歷史新高。市場聚焦 AI伺服器機殼題材與客製化機櫃成長動能；隨輝達 GTC 大會登場及 AI 算力需求升溫，激勵相關族群同步走強，勤誠被視為 AI伺服器機殼主要受惠股。基本面方面，勤誠 9 月營收年增 57%，單月 EPS 達 2.71 元，上半年 EPS 為 12.4 元，業績持續創高。AI伺服器相關產品營收占比上半年已升至六成以上，反映 AI 需求強勁。展望後市，隨客製化機櫃滲透率提升與新機種出貨，營收與獲利可望維持成長，但股價快速拉升後仍須留意短線波動風險。今日操作策略台股連兩日高檔震盪，指數未能站穩 28,000 點，但短線結構仍穩。AI、記憶體與散熱族群接棒輪動，市場人氣續強。隨美中貿易情勢緩和與降息預期升溫，資金動能不減，短線指數有望再挑戰前高，惟須留意月底前部分權值股的獲利調節壓力。法人看好股籌碼面受到外資青睞的個股有富喬（1815）、康舒（6282）、華城（1519）。外資、投信同步看好的個股則有光聖（6442）、南亞科（2408）、群聯（8299），後續表現值得關注。延伸閱讀與工具 • 輝達 GTC 大會登場，聚焦 6 檔概念股 • 《籌碼K線電腦版》：個股分析、籌碼選股、分點調查局等功能，協助掌握市場脈動與潛在機會。

從同業本益比拆解華孚 205 元目標價：成長性溢價與估值風險解析